[Differences in expectations emerge behind the high growth in the third quarterly performance of lithium mines] October 23rd, since mid-to-late October, lithium mining companies have received intensive reports of good news in their third quarterly reports and performance forecasts for the first three quarters. The reporter noticed that behind the "report card" of lithium mining companies that increased several times or even dozens of times year-on-year in the first three quarters, there is a detail worthy of attention - high growth did not continue in the third quarter, single-quarter net profits generally fell back from the previous quarter, and signs of slowing profit growth surfaced. Changes in the performance curve are directly reflected in the price trend of lithium carbonate. Since September, the price of lithium carbonate has continued to decline, the market transaction logic has quietly switched, and a game between industry reality and long-term expectations is being played out. On the one hand, there is excess forward supply priced in advance, on the other hand, spot shipments are still stable. The temperature difference between expectations and reality has become the core point of disagreement in the current lithium market. (Shanghai Securities News)